Business Execution Consultant - Platform Coaching
About The Position
Wells Fargo is seeking a Business Execution Consultant to join our Advisor Platform Coaching group within Wealth & Investment Management. The Consultant will provide personalized training and coaching in support of our Advisor and Client platforms. Learn more about the career areas and business divisions at www.wellsfargojobs.com. In this role, you will: Provide quality, consultative coaching to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, Client Management, Client Reporting, and Mobility applications Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives Determine areas of strength or Business Execution opportunity within defined scope of work Utilize independent judgment to guide moderate risk deliverables Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business Provide work direction to less experienced Strategy and Execution staff Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business Collaborate and consult with leaders and executive management Provide phone and email support to assist the Platform Support team in meeting established Service Level Agreements May identify opportunities for process improvement by conducting root cause testing of compliance and business metrics May review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Requirements
- 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- 1+ years of experience coaching and training in the financial services industry
- Experience facilitating and delivering education or other related facilitation experience such as group meetings or presentations
- Knowledge and understanding of sales and marketing: growing a business or portfolio of clients
- Experience supporting Advisor Gateway, Client Management, Client Reporting, and Mobility applications
- Customer service focus with the ability to listen to customer needs and recommend best practices
- Intermediate Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams, and SharePoint) skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent organizational, multi-tasking, and prioritizing skills
- Excellent problem-solving skills
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Responsibilities
- Provide quality, consultative coaching to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, Client Management, Client Reporting, and Mobility applications
- Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
- Determine areas of strength or Business Execution opportunity within defined scope of work
- Utilize independent judgment to guide moderate risk deliverables
- Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
- Provide work direction to less experienced Strategy and Execution staff
- Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
- Collaborate and consult with leaders and executive management
- Provide phone and email support to assist the Platform Support team in meeting established Service Level Agreements
- May identify opportunities for process improvement by conducting root cause testing of compliance and business metrics
- May review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
